Invesco India Flexi Cap Fund vs Tata Flexi Cap Fund compare
Invesco India Flexi Cap Fund - Growth
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Fund | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2472 Cr | ₹2886 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 11 Feb 2022 | 06 Sep 2018 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 97% | 69.17% |
Expense Ratio | 1.96 | 1.94 |
Manager | Amit Ganatra | Amey Sathe |
ISIN Code | INF205KA1460 | INF277K019K2 |
Exits Load | Invesco India Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
1 Month | 3.69% | 4.45% |
6 Month | -4.34% | -0.59% |
1 Year | 10.76% | 10.06% |
3 Year | 20.48% | 14.63% |
5 Year | - | 19.22% |
SIP Return Analysis
Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
6 Month | 0.22% | 4.52% |
1 Year | -2.64% | 4.49% |
3 Year | 21.46% | 16.92% |
5 Year | - | 15.74% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
1 Year | 34.52% | 14.24% |
3 Year | - | 15.51% |
5 Year | - | 15.14% |
Risk Management
Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Standard Deviation | - | 11.4% |
Sharp | - | 0.45% |
Beta | - | 0.8% |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Name | Amit Ganatra | Amey Sathe |
Total AUM | ₹23585 Cr | ₹11910 Cr |
Funds Managed | 5 | 4 |
Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
Market Cap
Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Others | 4.45 | 3.13 |
Large Cap | 47.35 | 58.34 |
Small Cap | 23.55 | 23.85 |
Mid Cap | 24.65 | 14.68 |
Sector Allocation
Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Others | 2.52 | 3.02 |
Communication Services | 2.94 | 1.35 |
Energy | 3.33 | 4.28 |
Technology | 10.43 | 5.01 |
Financial Services | 24.35 | 40.02 |
Consumer Cyclical | 20.14 | 11.56 |
Industrials | 14.45 | 7.26 |
Healthcare | 10.36 | 7.59 |
Real Estate | 3.23 | 0.75 |
Basic Materials | 4.79 | 9.55 |
Utilities | 1.51 | - |
Consumer Defensive | 1.95 | 9.62 |
Top Comparisons
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns18.93%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns10.98%
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns14.08%
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
3Y Returns13.11%
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns11.81%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns14.14%
Franklin India Opportunities Fund - Growth
3Y Returns29.65%
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
3Y Returns12.07%